01Microsoft · Oct 27Microsoft's Oct 27 earnings date awaits a company notice
Events in the horizon: Oct 27, FQ1 FY27 earnings, status not confirmed by Microsoft (Trefis, Oct 1, says it is scheduled; I found no Microsoft release yet, and Microsoft announced the prior FQ4 date on Jul 8, three weeks ahead). Nov 17–20, Microsoft Ignite 2026, industry conference, confirmed (Moscone Center event listing, San Francisco and digital). Next report after FQ1, per Trefis: Jan 26, 2027, outside the horizon.
Consensus: not publicly available from a source I could read as of Oct 6. Latest results, FQ4 FY26 (quarter ended Jun 30, 2026, Microsoft release of Jul 29): revenue $90.0B, up 18% (17% constant currency); Microsoft Cloud revenue $59.3B, up 27%; Azure and other cloud services up 43%; Intelligent Cloud revenue $39.3B, up 32%; commercial RPO $678B, up 84%. Gross margin is not shown in the press release, and Microsoft reports no data center revenue line; Azure growth is the closest disclosed measure. Guidance, per Trefis citing the Jul 29 call: Azure growth of about 45% in FQ1, excluding currency.
What to watch: a Microsoft notice confirming the Oct 27 date; Azure growth versus the roughly 45% guide on Oct 27; Ignite announcements from Nov 17.
02Apple · Oct 29Apple's first Ternus-era earnings date is still unannounced
Events in the horizon: Oct 29, Q4 FY26 earnings, estimated. MarketBeat (read Oct 6) shows Oct 29 after the close with a 4:00pm ET call; this is MarketBeat's projection and Apple has not confirmed it. As of Sep 12 Apple had not announced a date (Mac Observer, Sep 13), and the three prior FY26 calls were Jan 29, Apr 30 and Jul 30, so a late-October date is inferred from that cadence. It is the first report under CEO John Ternus, who took over Sep 1, 2026; Tim Cook is Executive Chairman. No Apple investor day or conference slot was found.
Consensus: MarketBeat, as of Oct 6, EPS $1.99 and revenue $113.37B. Latest results, Q3 FY26 (quarter ended Jun 27, 2026, Apple release of Jul 30): revenue $109.4B, up 16% year on year; gross margin 50.1%, including about 2 points from tariff refunds; diluted EPS $2.02, including $0.11 from tariff refunds. Apple does not disclose data center revenue.
What to watch: Apple's date announcement ahead of the late-October report; whether gross margin holds after Q3's tariff-refund boost; and the Ternus-era Q4 results against the MarketBeat figures.
03NVIDIA · Nov 17NVIDIA's GTC keynote is set for Dec 1; Nov 17 earnings projected
Events in the horizon: Nov 17, Q3 FY27 earnings after the close, estimated (Finnhub projection via CME Elite Group, Sep 7; NVIDIA has not announced it, and it announced the Aug 26 date about four weeks ahead on Jul 29). Nov 30–Dec 3, NVIDIA GTC Washington, D.C., industry conference, confirmed by NVIDIA; Jensen Huang keynote Dec 1 at 2 p.m. ET, confirmed. No investor day found.
Consensus: Finnhub, read Aug 19, EPS $2.41 and revenue about $105.7B; this predates NVIDIA's Aug 26 guidance and is stale. Latest results, Q2 FY27 (quarter ended Jul 26, 2026, NVIDIA release of Aug 26): revenue $96.2B, up 106% year on year; Data Center revenue $89.0B, up 117% year on year; GAAP and non-GAAP gross margin 75.0%. Guidance for Q3 FY27: revenue $108.0B plus or minus 2%, with no China Data Center compute assumed; gross margin 74.0% plus or minus 50 basis points.
What to watch: NVIDIA's results-date announcement, likely late October; Q3 revenue against the $108.0B guide on the projected Nov 17; Data Center revenue; the Dec 1 keynote.